Why Dell's Post-Earnings Drop Is A Gift
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Dell's ISG segment saw a 34% YoY growth, with a significant 58% increase in server and networking revenue. AI server shipments reached $2.9 billion, with a backlog of $4.5 billion. However, CSG revenue declined by 1% due to an 18% drop in consumer sales, partially offset by a 3% rise in commercial PCs.
November 28, 2024 | 2:00 pm
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Dell's ISG segment experienced strong growth, particularly in server and networking revenue, while CSG revenue faced challenges due to declining consumer sales.
The strong performance in Dell's ISG segment, especially in AI servers, indicates robust demand and potential future revenue growth. The decline in CSG revenue is a concern, but the rise in commercial PC sales provides some offset. Overall, the positive growth in key areas suggests a likely positive short-term impact on Dell's stock price.
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